Private Client Tax Senior Manager

About Our Client

Our client is a highly respected provider of accounting and business advisory services in the South West, with a legacy spanning over 120 years. With a strong presence across Wiltshire and Somerset, the firm offers innovative solutions to a wide range of clients, while fostering a supportive environment that values professional growth and work-life balance.

• Manage a portfolio of HNW clients and trust structures, handling both compliance and advisory work.
• Maintain strong client relationships, offering timely tax advice and responding to specific queries.
• Research complex tax issues and manage advisory assignments, ensuring clarity and practical solutions for clients.
• Delegate tasks to team members, providing guidance and ensuring high standards of service and compliance.
• Support the development of new business opportunities and services for existing and potential clients.
• Write technical articles for newsletters and publications, showcasing expertise and contributing to marketing efforts.
• Provide leadership and support within the team, including performance reviews, coaching, and professional development.
• Monitor and manage team targets and budgets, addressing variances as necessary.
• Work collaboratively with other teams to ensure a cohesive approach to client service delivery.

The Successful Applicant

A successful Private Client Tax Senior Manager should have:

• Extensive experience in private client tax, with strong knowledge of Inheritance Tax (IHT), Trusts, family investment companies, and intergenerational planning.
• Proven experience advising high-net-worth individuals and families on wealth planning and personal tax matters.
• Strong commercial acumen, with the ability to align tax advice with clients' business objectives.
• Demonstrated ability to generate and manage a client portfolio, with a deep understanding of the HNW sector.
• Experience with international tax issues, including residence, domicile, and offshore structures.
• In-depth knowledge of tax implications for landowners, rural businesses, and related services.
• Strong leadership and people management skills, with the ability to mentor and support junior team members.
• Excellent communication skills, with the ability to articulate complex tax matters clearly.

• Competitive salary of £50,000-£70,000 with regular benchmarking and merit-based reviews.
• Health and wellness benefits, including private health insurance, a healthcare cash plan, and an employee assistance program.
• Flexible working arrangements, including homeworking options and the ability to buy more annual leave.
• Generous policies, such as enhanced maternity and paternity pay, life assurance, and a pension scheme.
• Additional perks, including an in-house benefits platform, volunteer leave, social events, and a cycle-to-work scheme.
• Ongoing professional development and the opportunity to progress within a dynamic, growing firm.

We encourage all candidates who believe they have the skills and experience necessary for this role to apply. This is an excellent opportunity to join a highly respected professional services firm based in Swindon.